Licensed Private Client Executive

Job Summary

A company is looking for a Client Executive - Private Client Insurance.

Key Responsibilities

• Manage and develop new business leads while servicing existing accounts
• Evaluate client coverage portfolios and implement cross-selling opportunities
• Provide claims support and ensure compliance with agency management system data standards

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience, preferred
• Eight (8) or more years of related work experience in Private Client/High Net Worth Insurance, required
• Private Client experience, required
• Valid insurance license, required
• Must continue to meet Continuing Education requirements for license renewal